Patty was hired in June 2014 as client relations manager. She is the first point of contact for clients and provides administrative support. As part of her duties, she offers direct support to the advisors and clients for inquiries and solutions. She prepares and processes client paperwork, client information changes, deposits, and distributions, and also schedules appointments and a variety of other client support. Patty is also a notary public.
Patty currently lives in Far Hills, New Jersey, with her husband, Larry, and their two children, Brian and Brooke, who are currently in college. Patty enjoys spending her time with family and friends.